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WealthStone’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

WealthStone’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-296,076
Closed -$7.78M – 288
2020
Q4 		$7.78M Buy
+296,076
New +$7.59M 2.76% 11

Other funds holding DFAU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
OCM
Oakwood Capital Management Los Angeles, California $388M AUM 39.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

WealthStone's DFAU Position: Q1 2021 in Review

WealthStone sold out of Dimensional US Core Equity Market ETF (DFAU) in Q1 2021, closing a stake of 296,076 shares — an estimated $7.78M sold.

WealthStone first reported a position in DFAU in Q4 2020 and held it in 1 quarter. The position peaked at $7.78M in Q4 2020. 70 funds tracked by Wall St. Rank hold DFAU as of Q1 2021.

  • WealthStone reported no remaining Dimensional US Core Equity Market ETF position as of Q1 2021 after selling out during the quarter.
  • WealthStone sold 296,076 Dimensional US Core Equity Market ETF shares in Q1 2021, an estimated $7.78M.
  • WealthStone first reported a position in Dimensional US Core Equity Market ETF in Q4 2020 and held it in 1 quarter.
  • WealthStone's Dimensional US Core Equity Market ETF position peaked at $7.78M in Q4 2020.
  • 70 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.